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Where it lives

Invoices sits under MDF, at Marketing Funds.
An invoice submitted against a claim, with the document attached and the review thread that clears it for payment.

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Before you start

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How it works

The fund binds an invoice form partners submit for reimbursement. From the approved amounts, Introw generates a reimbursement statement: line items sourced from either the approved budget or the sum of approved claims, a PO number, and a downloadable PDF, moving through its own stages (draft, pending approval, approved, paid). When a project is reimbursed, you mark it paid, which sets its CRM status to paid and logs the event.

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Settings & configuration

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The invoice form

Edit the invoice form no-code and map its fields to the CRM. Invoices can also be forwarded by email or requested from a partner.

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Reimbursement statements

Generate a statement for a project with line items from the approved budget or the approved claims sum, add a PO number, and export the PDF. The statement runs its own approval stages before it is marked paid.

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Reimbursement window

Set the invoice reimbursement deadline on the fund’s timeline. The invoice step can be turned off if your program reimburses another way.

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Marking paid

When a project is reimbursed, mark it paid to update the CRM status and log the payment, closing the lifecycle.

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How-to guides

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Troubleshooting

A project marks paid only once it is fully reviewed and reimbursed. The invoice step can be disabled, so confirm it is enabled if you reimburse through Introw. Statement line items come from approved budget or approved claims, so approve claims first if you reimburse against them.
Confirm whether it draws from approved budget or approved claims, and that claims are approved.
Confirm it is fully reviewed and reimbursed first.